Qualcomm Bore Nokia; It Can Get Past Apple(8/24/2017)-Embroiled in a high-stakes, high-profile patent litigation with Apple, Qualcomm’s stock is cheap, pays a 4.3% dividend, and has the upper hand in the litigation, in our view.

Why the South Korean Stock Market is Attractive, Despite North Korea(9/6/2017)-The South Korean stock market is a great place to find value, and particularly right now when the U.S.
stock market is so overvalued. In our view, the investment returns over the next 7-10 years are probably
going to be more attractive in South Korea than the United States.

Price is what you pay, Value is what you get(8/8/2017)-Investors who closely follow the financial markets discover fairly quickly that the prices of stocks often do not reflect their intrinsic value. Price is what you pay and value is what you get.

Embracing Sustainability(10/11/2017)-In the late 1990s, Nike’s brand image had become increasingly tarnished due to a wave of environmental and safety scandals, with each scandal more painful than the next….. Nike’s response?

The Active (Value) Investor’s Manifesto(5/24/2017)-Don’t let the conservative dress habits of the financial services industry fool you; the financial world is far from
immune to fashion trends, at least when it comes to financial products.

ESG Integration in Short Selling(5/19/2017)-In this analysis, we argue that applying ESG integration concepts to short selling has the potential to uncover opportunities that can generate attractive returns, mitigate risk, improve diversification, and allow one to invest in better alignment with one’s values.